IVSOX Mutual Fund

IVSOX Mutual Fund (Voya SmallCap Opportunities Portfolio Initial) is managed by Voya Investment Management with $136.5M in net assets. IVSOX expense ratio is 0.92%, holding 102 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 1994-05-06.

IVSOX performance shows a YTD return of 7.90%. The 1-year return is 15.42% and the 5-year return is 12.04%.

IVSOX top holdings include Casella Waste Systems, Inc., Class A (2.8%), Repligen Corp (2.2%), American Healthcare REIT Inc (1.9%), Morgan Stanley Institutional L Msilf Government Port Inst (1.9%), Standex International Corp (1.8%). Go to all IVSOX holdings, IVSOX sectors, or IVSOX dividends.

IVSOX can be compared against other funds. Use IVSOX overlap to find shared positions, or IVSOX vs another fund for a side-by-side view. IVSOX alternatives are available via the screener, along with tax-loss harvesting opportunities.